Bulk and Auto Link Activities to Appointments
Quickly audit and bulk link activities to their corresponding appointments
Note: This feature is currently available with the following integrations: Lumary, Aloha, TherapyPM, and Hi Rasmus internal scheduling
Considerations:
- This feature is currently in beta
- Sessions completed in live supervision mode may not auto link, depending on how it is scheduled and run in Hi Rasmus. This will also depend on the integration.
- When looking for auto matches, it considers:
- User
- Start Time (within set time tolerance)
- End Time (within set time tolerance)
- Client (for client appointments)
- Session